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![TimmerFidelity Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2918307101.png) Jurrien Timmer [@TimmerFidelity](/creator/twitter/TimmerFidelity) on x 201.9K followers
Created: 2025-07-02 13:41:29 UTC

Global equities are participating in the risk rally, with the MSCI ACWI ex-US index making new highs in both USD and local currency terms. Relative momentum curves continue to converge, indicating a chance in leadership.

The MSCI EAFE index is also making new highs (in both USD and local currency), and two-thirds of the stocks in that index are participating. Looks good.

Even emerging market equities are having a moment, at least ex-China.

![](https://pbs.twimg.com/media/Gu20dkoWIAABYNK.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1940405469907992858/c:line.svg)

**Related Topics**
[currency](/topic/currency)
[united states dollar](/topic/united-states-dollar)
[stocks](/topic/stocks)

[Post Link](https://x.com/TimmerFidelity/status/1940405469907992858)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

TimmerFidelity Avatar Jurrien Timmer @TimmerFidelity on x 201.9K followers Created: 2025-07-02 13:41:29 UTC

Global equities are participating in the risk rally, with the MSCI ACWI ex-US index making new highs in both USD and local currency terms. Relative momentum curves continue to converge, indicating a chance in leadership.

The MSCI EAFE index is also making new highs (in both USD and local currency), and two-thirds of the stocks in that index are participating. Looks good.

Even emerging market equities are having a moment, at least ex-China.

XXXXXX engagements

Engagements Line Chart

Related Topics currency united states dollar stocks

Post Link

post/tweet::1940405469907992858
/post/tweet::1940405469907992858